Participant Planning Tools
Personal Planning Goals
Your Deferred Compensation Plan allows you to designate portions of your account balance to a personal financial planning goal, such as college tuition, vacations or a second home.
Payout Projection
Estimate your annual payment amounts based on your current payout elections, assuming a projected annual rate of return and termination date to determine the timing of your payments.
Savings Escalator
Project gradually increasing annual deferral elections with the goal of replacing a percentage of gross income over the course of multiple years following retirement.
Risk and Return
Complete a brief questionnaire to determine your ideal risk-and-return fund allocations based on your preferences.
Retirement Planner
The Retirement Planner illustrates how much must be deferred to reach an annual payout goal at retirement (e.g. $250,000).
Why Defer?
Use this tool to illustrate the advantages of participating in the deferred compensation plan versus investing the same dollars, after-tax, in a traditional outside investment.
Your Deferred Compensation Plan allows you to designate portions of your account balance to a personal financial planning goal, such as college tuition, vacations or a second home.
Personal Planning Goals
Estimate your annual payment amounts based on your current payout elections, assuming a projected annual rate of return and termination date to determine the timing of your payments.
Payout Projection
Project gradually increasing annual deferral elections with the goal of replacing a percentage of gross income over the course of multiple years following retirement.
Savings Escalator
Retirement Planner
The Retirement Planner illustrates how much must be deferred to reach an annual payout goal at retirement (e.g. $250,000).
Risk and Return
Complete a brief questionnaire to determine your ideal risk-and-return fund allocations based on your preferences.
Why Defer?
Use this tool to illustrate the advantages of participating in the deferred compensation plan versus investing the same dollars, after-tax, in a traditional outside investment.
Investment Fund Management
Fund Performance
View historical performance of the funds available for allocation.
View a performance line chart, a rate-of-return bar chart or a rate-of-return table when you have a balance in the plan.